Citizens Bank

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amyrand

29 Aug, 2015 12:37 AM

I am having difficulty connecting to my bank, and I want to use OFX settings. However, I can't enter a bank's name in the online setup. It used to be there.

  1. Support Staff 1 Posted by Ian L on 29 Aug, 2015 12:46 PM

    Ian L's Avatar

    Hi Amy,

    We used to support Citizens Bank, but we had so much trouble helping customers get connected to them that we had to drop support. There was issue with their server that they had to fix to let people connect sometimes, but it was just too difficult to work with them on it.

    However, you may still be able to connect using the Advanced Settings button in Moneydance. Here are the settings you'll need (choose the right one for your bank):

    fi_name = Citizens Bank - Mid-Atl Business
    fi_org = Citizens Bank
    fi_id = 4639
    ofx_url = https://www.oasis.cfree.com/fip/genesis/prod/04639.ofx

    fi_name = Citizens Bank - Mid-Atl Consumer
    fi_org = Citizens Bank
    fi_id = CTZBK
    ofx_url = https://www.oasis.cfree.com/fip/genesis/prod/0CTZBK.ofx

    fi_name = Citizens Bank - New Engl Business
    fi_org = Citizens Bank
    fi_id = 4639
    ofx_url = https://www.oasis.cfree.com/fip/genesis/prod/04639.ofx

    fi_name = Citizens Bank - New Engl Consumer
    fi_org = Citizens Bank
    fi_id = 4639
    ofx_url = https://www.oasis.cfree.com/fip/genesis/prod/0CTZBK.ofx

    Hope that helps. Please let me know if I can be of further assistance, and thanks for using Moneydance.

    Ian
    Infinite Kind Support

  2. Ian L closed this discussion on 29 Aug, 2015 12:46 PM.

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